MSWA
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Marshall & Sterling Wealth Advisors’s American Express AXP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Buy
1,953
+43
+2% +$13.6K 0.42% 43
2025
Q1 		$514K Sell
1,910
-184
-9% -$49.6K 0.35% 57
2024
Q4 		$621K Buy
+2,094
New +$621K 0.43% 42